FD Ball Investment Advisors, LLC

Overview

FD Ball Investment Advisors, LLC is a small, independent registered investment adviser that serves individual and family clients. The firm combines traditional advisory work—financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers—with insurance brokerage activity. Its fee model includes a percentage-of-AUM component alongside other fee arrangements, and the firm functions as a capital allocator when it places client capital with third‑party managers. Investment activity is concentrated in pooled public vehicles rather than large separately managed accounts. The firm is not an active ESG investor and operates in a single state jurisdiction. It maintains an affiliation with an insurance company and routinely integrates insurance products into client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices